Manage issuance

Available in Classic/VPC.

New Issuance

In the New Issuance menu, you can add electronic tax invoices by issuance type. The tax invoices added can be issued.

The New Issuance page is laid out as follows.

Add Electronic Tax Invoice

The following describes how to add an electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.

2. Click the Manage Issuance > New Issuance menu.

3. Click the tab according to the issuance type of electronic tax invoice.

4. Click the [Add] button.

5. Select the business place.

   • If there is only one business with permission, it is automatically displayed.
   • If you set a default business place in Settings > SmartBill Linkage Settings, it is displayed as default.

6. Select a taxation type.

   • If you selected Tax Exemption, it is displayed as Electronic Invoice.

7. Select the issuance type.

8. Enter the supplier area, recipient area or consigned business information according to issuance type.

   Note

   If the vendor is not registered, then register it in the Admin > Common Codes > Manage Vendor menu first. (See Manage Vendor)

   • Click in Registration Number to select the vendor.
     • The selected vendor information is automatically displayed. Please check the required information. Please make corrections if necessary.
     • If there are one or more registered vendor managers, please select the person in charge.
   Note

   • The business place information is automatically displayed in the supplier area for Forward Issuance, in the recipient area for Reverse Issuance and in the consigned business area for Consignment Issuance. Please check the details and modify if necessary.
   • If you set a default business place in Electronic Tax Invoice Service > Settings > SmartBill Linkage Settings, the default business place information is imported and displayed. If there is no default business place, the business place information that the user selected is displayed.
   • The business registration numbers of supplier, recipient and consigned business must be different to be issued.

9. Creation Date: Please enter the creation data of electronic tax invoice.

   • You cannot select a date later than today.
   • If you set Delayed Issuance Unavailable as [Y] on the Settings > Set Electronic Tax Invoice menu, then issuing tax invoices as of a date before the current month becomes unavailable from 11th of each month onward.

10. Item Information: Click the [Add] button to add item information.

    • Month/Date: The creation date entered is automatically displayed. Please check the issuance date.
      • The issuance month cannot be modified. If necessary, the creation date can be modified to a desired date.
    • Item: Select the entry type, and enter the information.
      • Enter manually: Enter the item name and specification directly.
        • Item information entered manually is not updated on the Admin > Common Codes > Manage Item Information page.
      • Search item: You can click to select from registered items. The specification is displayed automatically upon selecting the item. For the registration of item information, see the Admin > Common Codes > Manage Item Information menu.
    • Quantity: If necessary, enter the quantity of the item.
    • Unit Price: If necessary, enter the unit price of the item.
    • Supply Price: Enter the supply price excluding tax.
    • Tax Amount: The tax amount according to the supply price is displayed. Please make corrections if necessary.
    • Note: If necessary, enter note.
    • If you want to enter one or more items, click the [Add] button too add a row and enter the item information.
    • To delete the entered item, click .

11. Enter the total amount of the added items according to the type (cash/cheque/promissory note or credit) and select Receipt/Claim.

12. If necessary, click the [Attach File] button to register evidentiary documents.

13. Click the [Save] button.

Edit Electronic Tax Invoice

The contents of the electronic tax invoice being created before issuance can be modified.

The following describes how to modify an electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> New Issuance menu.
3. If necessary, enter the electronic tax invoice conditions to be modified in the search window, and click the [Search] button.
   • You can view the list corresponding to the entered conditions.
4. Click the Management Number of the electronic tax invoice to be modified.
5. Apply the modified content, and click the [Save] button.
   • The modified information is saved.

Delete Electronic Tax Invoice

The contents of the electronic tax invoice being created before issuance can be deleted.

The following describes how to delete an electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> New Issuance menu.
3. If necessary, enter the electronic tax invoice conditions to be modified in the search window, and click the [Search] button.
   • You can view the list corresponding to the entered conditions.
4. Select the electronic tax invoice to delete, and click the [Delete Selected] button.
5. Check the details in the confirmation pop-up window, and click the [Delete] button.
   • The selected electronic tax invoice will be deleted.

Issue Electronic Tax Invoice

The following describes how to issue an electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> New Issuance menu.
3. Select the electronic tax invoice to issue, and click the [Issue Selected] button.
   • To view the details of each electronic tax invoice first, click the Management Number, view the details, and click the [Issue] button on the page.
4. Click the [OK] button.

Issue Electronic Tax Invoice Upload

The following describes how to upload and add an electronic tax invoice as a file.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance > New Issuance menu.
3. Click the [Upload] button.
4. Click the [Download Template File] button of the template file to download.
5. Click the [Upload File] button to upload the created file.
6. Check it in the New Issuance list and modify, if necessary.
7. Select the electronic tax invoice and issue it.

Download Electronic Tax Invoice

The following describes how to download the list of saved electronic tax invoices as an Excel file.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> New Issuance menu.
3. If necessary, enter the electronic tax invoice conditions to be viewed in the search window, and then click the [Search] button.
   • The list of electronic tax invoices that meets the entered conditions is shown.
4. Click the [Download] button.
   • The list of electronic tax invoices is downloaded as an Excel file.

Manage Issuance Request

You can issue the electronic tax invoices requested to be issued by other service of WORKPLACE.

The Manage Request Issuance page is laid out as follows.

View Issuance Request History

As the WORKPLACE accounting service, the following shows how to check the electronic tax invoice details requested to be issued in the related service.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the New Issuance > Manage Issuance Request menus, in that order.
3. If necessary, enter the electronic tax invoice conditions requested to be issued in the search window, and click the [Search] button.
4. Click the Management Number of the electronic tax invoice to view.
5. Check the details of the electronic tax invoice requested to be issued.
   • In the details, the WORKPLACE service requested to be issued will be displayed.
   • The management number and approval number will be automatically crated after issuance.

Issue Requested Electronic Tax Invoice

As the WORKPLACE accounting service, the following shows how to issue the electronic tax invoice requested to be issued in the related service.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> Manage Issuance Request menu.
3. If necessary, enter the electronic tax invoice conditions requested to be issued in the search window, and click the [Search] button.
4. Select the electronic tax invoice to issue, and click the [Issue Selected] button.
   • To check the details of each electronic tax invoice first, click Management Item and click the [Issue] button on the details page.
5. Click the [OK] button in the confirmation pop-up window.
   • If the certificate is not registered at the business place or it does not match the one registered in SmartBill, it cannot be issued. Check the Note box when issuing electronic tax invoices in the New Issuance menu.

Reject Requested Electronic Tax Invoice

As the WORKPLACE accounting service, you can reject the electronic tax invoice requested to be issued in the related service.

The following describes how to reject an electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance> Manage Issuance Request menu.
3. Select the electronic tax invoice to reject, and click the [Reject] button.
   • To check the details of each electronic tax invoice first, click Management Item and click the [Reject] button on the details page.
4. Click the [OK] button.
   • The tax invoice requested to be issued will be rejected.
   • If it is rejected, then you can check the reject details in each service, modify them, and make a request again.

View Issuance History

In the View Issuance History menu, you can view the document status and submission status of the issued Electronic Tax Invoice. If necessary, you can cancel the issuance or modify it before issuance.

The View Issuance History page is laid out as follows.

Cancel Electronic Tax Invoice Issuance

The following describes how to cancel the issuance of electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.
2. Click the Manage Issuance > View Issuance History menu.
3. Enter the conditions of electronic tax invoice to cancel issuance in the search window, and click the [Search] button.
4. Select the electronic tax invoice to cancel issuance, and click the [Cancel Issuance] button.
5. Click the [OK] button in the pop-up.
   • The issuance of the selected electronic tax invoice is canceled, deleted from the list, and added to the Manage Issuance > New Issuance, Manage Issuance Request menu.

View Electronic Tax Invoice Details

You can view the details of the issued Electronic Tax Invoice and, if necessary, modify and issue it, or create a new electronic tax invoice by copying the issued tax invoice.

The following describes how to check the details of electronic tax invoice.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.

2. Click the Manage Issuance > View Issuance History menu.

3. Enter the conditions in the search window, and click the [Search] button.

4. Click the Management Number of the slip to view the details for.

5. Click the button displayed by context.

   • Click the [Email Submission] button to submit a new electronic tax invoice with the vendor's email.

   • Click the [Send to NTS] button to manually submit the electronic tax invoice to NTS. This button is not provided for reverse issuance history.

   • Click [Cancel Issuance] button to cancel issuance.

   • Click [Print] button to print out the issuance history of electronic tax invoices.

   • Click [Copy Electronic Tax Invoice] button to copy the electronic tax invoice in the same issuance form and move to the New Issuance page.

   • Click the [Issue Modified Electronic Tax Invoice] button to go to the Modified Issuance page. (See Issue Modified Tax Invoice)

Issue Modified Electronic Tax Invoice

The electronic tax invoice submitted to NTS cannot be canceled or modified so you have to issue an additional modified electronic tax invoice that reflects the reason for modification and modified items.

The following describes how to issue a modified electronic tax invoice that has been issued already.

1. In the WORKPLACE PC web page, click [Service Menu] > [Electronic Tax Invoice] button.

2. Click the Manage Issuance > View Issuance History menu.

3. Enter the conditions in the search window, and click the [Search] button.

4. Select the electronic tax invoice to be modified and click the [Modified Issuance] button.

   • To view the details of each electronic tax invoice first, click the Management Number, view the details, and click the [Modified Issuance] button on the page.

5. Click the [OK] button in the confirmation pop-up window.

6. Check the details of electronic tax invoice and modify it, if necessary.

   • Select the reason for modification.

     • Editable items may vary according to the selected reason for modification.
     • If the reason for modification is error correction of entered items and follow-up opening of the local letter of credit, the electronic tax invoice of negative (-) will be automatically created and issued by WORKPLACE.
       Note

       Reason for Modification:
       

     • Click ? to see the details of the reason for the modification.

   • Check the modified electronic tax invoice.

   • If necessary, attach the file.

7. Click the [Issue] button.

   • If the certificate is not registered at the business place or it does not match the one registered in SmartBill, it cannot be issued. Check the Note box when issuing electronic tax invoices in the New Issuance menu.